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A quick heads-up to readers: I will not publish an issue next week due to the July 4th holiday. I will see you all the following week. 

A series of stories this week highlight the continued — and apparently growing — scrutiny of Tesla’s automated driving system known as Full Self-Driving (Supervised). A fatal crash involving a Tesla that struck a home in Texas and killed a 76-year-old woman gained national attention after the driver told police that Autopilot — the company’s basic driver-assistance system, which has since been discontinued — was engaged at the time of the crash. 

Ashok Elluswamy, vice president of AI software at Tesla, shared a different account of the crash, claiming on X that the driver manually overrode “self-driving by pressing the accelerator all the way to 100% of the accel pedal in this residential area.”

His comments suggest the vehicle was equipped with FSD (Supervised), and not Autopilot, but without an independent investigation we don’t know for sure. But we might, eventually. 

The National Highway Traffic Safety Administration (NHTSA) and the National Transportation Safety Board (NTSB) have now opened investigations into the crash.

Meanwhile, Tesla settled a lawsuit connected to a fatal 2023 crash involving a vehicle using FSD (Supervised). This crash is part of a different NHTSA investigation into Tesla FSD focused on whether the system could “detect and respond appropriately to reduced roadway visibility conditions,” such as “sun glare, fog, or airborne dust.”

All of this attention comes as Tesla positions itself as an AI and robotics company. FSD (Supervised) is currently the most visible, revenue-generating product tied to that branding.

A little bird

A reader who has shared tips with us before alerted me to a research report on Waymo and its growing fleet of Ojai robotaxis. For a refresher, Waymo struck a supplier deal with Zeekr, the brand owned by China’s Geely Holding Group, to provide it with an electric vehicle designed to operate as a robotaxi.

The minivan-like robotaxi was designed in Sweden and is manufactured in China. (These vehicles don’t contain any vehicle communication modules; current U.S. policy bans Chinese-connected vehicle technology.) Once it gets to the U.S., Waymo takes over and adds in its self-driving system. The Ojai is equipped with Waymo’s sixth-generation system — including 13 cameras, four lidar sensors, six radar units, and an array of external audio receivers.

The New York-based research firm MoffettNathanson did a bit of gumshoeing to figure out how serious Waymo’s Ojai program is. The firm examined Bill of Lading documents, which are detailed receipts of shipped goods that are filed with the U.S. government. The company counted Zeekr vehicle labels CM1e or CME, the company’s label for Waymo-bound vehicles. 

MoffettNathanson, which shared its report with TechCrunch, discovered that Waymo is on pace to import 3,156 vehicles into the U.S. this year, about 300 vehicles per month.

Got a tip for us? Email Kirsten Korosec at kirsten.korosec@techcrunch.com or my Signal at kkorosec.07, or email Sean O’Kane at sean.okane@techcrunch.com.

Deals!

Aseon Labs, a Silicon Valley startup developing mobile pods that can autonomously inspect, clean, and charge robotaxis, raised $10 million in a seed round led by Crane Venture Partners. Other participants included Y Combinator, Uber co-founder Garrett Camp’s venture firm Expa, Robin Hood Ventures, and Founders Capital.

CaoCao and May Mobility, an autonomous vehicle technology startup, partnered to jointly explore commercializing robotaxi services in international markets, beginning with Europe.

Elroy Air, the autonomous heavy-cargo ‌drone startup, plans to go public through a merger with blank-check firm ​Columbus Circle Capital Corp II. The deal is valued at about $1 billion.

Partly, a company that creates AI tools for the automotive repair supply chain, raised $50 million in a Series B round led by DST Global Partners.

Spiro, an African electric vehicle and clean energy infrastructure platform, finalized a $55 million investment from NewTrails Capital, a Chinese growth-stage fund. 

Terawatt Infrastructure, a company that provides EV charging for fleets, including for Waymo and other autonomous and electric fleets, set up a five-year senior secured credit facility that could allow it to borrow as much as $300 million from banks. The proceeds will support the acquisition and development of charging depots, the company said. 

Notable reads and other tidbits

Companies like Tesla and Zoox could get a boost from the U.S. Department of Transportation, which has proposed changes to federal vehicle regulations that would allow companies to skip the inclusion of brake pedals in “vehicles designed to be driven exclusively by automated driving systems.” 

Lucid Motors is laying off 18% of its workforce, or around 1,500 employees, and cutting the second shift of EV production at its factory in Casa Grande, Arizona. Reminder: The layoffs come just four months after the EV maker cut 12% of its staff. CEO Silvio Napoli said the cuts are part of an effort “to simplify the company, sharpen execution, and position Lucid to become more competitive over time.” In this pursuit to simplify, what will Lucid give up? 

Lyft CEO David Risher posted a blog that got my attention. In it, he laid out the company’s multi-sensor safety standard for autonomous rides. The upshot: Autonomous vehicles that use one type of sensor can’t go on the Lyft network. I reached out to the company and they confirmed what this seemed to imply — vehicles like the Tesla Cybercab and Tesla robotaxis that use FSD (Unsupervised) won’t qualify since they only use cameras. The rules don’t apply to advanced driver-assistance systems, by the way. So all of those humans who drive Tesla vehicles on the Lyft app are not affected.

OpenAI hired away Uber India president Prabhjeet Singh to be its first managing director.

Polestar, the Swedish electric vehicle manufacturer owned by Chinese automotive giant Geely, can no longer sell its new cars in the U.S. market. The imported vehicles are restricted by a U.S. government law that bans Chinese connected car technology. 

Samsara, the fleet management company, is rolling out business-card-sized sticky tracking labels to solve cargo theft. 

Slate Auto’s radically simple electric truck starts at $24,950. Would you pay $25K for a two-seater truck with a 205-mile range, hand-crank windows, no infotainment system, and gray composite material finish (owners can order customizable wraps for the vehicle)? And climate tech reporter and in-house battery expert Tim De Chant explains why Slate changed the battery in its cheap EV truck. 

Uber is facing a lawsuit by shareholders that accuse the board and management of putting profits ahead of compliance and safety, decisions that have exposed the company and its shareholders to risk.

Waymo has set up an entity in Germany, which German news outlet Frankfurter Allgemeine Zeitung first reported. The company registration filing makes it pretty clear that it’s gearing up to launch a robotaxi service in the country. However, this doesn’t mean it’s imminent, insiders tell me. Meanwhile, Waymo has dropped its waitlist in Nashville, a move that opens up its service to the public. 

Zoox gave its custom-built robotaxis a makeover as it prepares for commercial service and larger-scale production at its Hayward, California, facility.